2027 Investment Banking Summer Analyst Consumer Charlotte, NC

Capital Markets & Advisory (CMA) Summer Analyst 

Raymond James Overview  

One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations.  

Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.  

At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options.  

We strive to ensure everyone feels welcomed, valued, respected, and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.  

Job Summary 
Investment Banking Summer Analysts (part of the Capital Markets & Advisory area) are given a high level of responsibility on matters of business significance in a specific industry or product-focused team. Summer Analysts work with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory for a specified period of time. Summer Analysts will enhance their financial analysis skills, develop a deep understanding of capital markets and clients, and contribute and generate ideas on projects with significant scope and impact. Summer Analysts are expected to work on every aspect of the transaction process, including high-level research projects, creation of original work product and presentations, and participation in drafting sessions, new business proposal sessions, and due diligence meetings.  

Essential Duties and Responsibilities 

• Develop financial models to assess debt and equity financing alternatives for transactions. 

• Perform valuation methodologies, comparative company analysis and discounted cash flow analysis on target companies. 

• Provide meaningful input to equity offerings, valuations, private placements, mergers and acquisitions advisories. 

• Research, analyze, present and document drafting elements of a developing transaction. 

• Collaborate with Senior Bankers to develop strategies for client presentations and create unique materials. 

• Analyze current events in respective industry groups and provide meaningful input about the impact of critical issues in the news that are relevant to current and prospective clients and deals. 

• Maintain group databases as requested for research and analysis. 

• Perform other duties and responsibilities as assigned, including duties requiring independent judgment and discretion on matters of significance to the business. 

Qualifications - External 

 
Knowledge of: 

• Fundamental concepts, practices, and procedures of Investment Banking.  

• Fundamental investment concepts, practices and procedures used in the securities industry. 

• Concepts, practices and procedures of Tax and Accounting. 

• Financial markets and products. 

Skill in: 

• Communicating effectively, both orally and in writing.  

• Analytical skills sufficient to assess and explain events in the market. 

• Problem solving and solution design skills. 

• Thinking independently and developing ideas and strategies.  

• Utilizing technology and systems to produce reports, communications and presentations.  

Ability to: 

• Gather information, identify linkages and trends, and apply findings to reports. 

• Attend to detail while maintaining a big picture orientation. 

• Remain cognizant of our commitment to daily workflow and regulatory compliance during high volume activity. 

• Think independently on matters of significance in order to market ideas. 

• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment. 

• Establish and maintain effective working relationships at all levels of the organization. 

• Utilize judgment and discretion to work independently as well as collaboratively within a team environment. 

• Assume full responsibility and accountability for own actions. 

• Demonstrate uncompromising adherence to ethical principles. 

• Be proactive and demonstrate readiness and ability to initiate action. 
   

Education/Previous Experience: 

• Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD).  

• Currently enrolled in an accredited undergraduate degree program.  

OR ~ 

• Any equivalent combination of experience, education, and/or training as approved by Human Resources. 

Licenses/Certifications 

• None required.